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SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

108 hedge funds and large institutions have $1.01B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
108
Holders Change
+6
Holders Change %
+5.88%
% of All Funds
2.89%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
16
Increased
43
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$182M
2
State Street
2
State Street
Massachusetts
$156M
3
AA
3
ALPS Advisors
Colorado
$14.6M
4
SAM
4
Sentinel Asset Management
Vermont
$32.6M
5
MIS
5
Morningstar Investment Services
Illinois
$43.2M

Top Sellers

1
PA
1
Probity Advisors
Texas
$9.51M
2
Invesco
2
Invesco
Georgia
$8.06M
3
Jane Street
3
Jane Street
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CAL
76
Capital Advisors Ltd
Ohio
$323K 9,262 – –
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$312K 8,931 +7,169 +407%
APCM
78
Alaska Permanent Capital Management
Alaska
$307K 8,800 – –
Baird Financial Group
79
Baird Financial Group
Wisconsin
$273K 7,809 -40,603 -84%
CB
80
Community Bank
New York
$270K 7,750 -75 -1%
BCM
81
Bluefin Capital Management
New York
$254K 7,264 +7,264 New
US Bancorp
82
US Bancorp
Minnesota
$241K 6,908 – –
AI
83
Atria Investments
North Carolina
$219K 6,287 +6,287 New
CIA
84
Capital Investment Advisors
Georgia
$216K 6,180 +6,180 New
GWM
85
Geneos Wealth Management
Colorado
$210K 6,022 -334 -5%
UR
86
USCA RIA
Texas
$206K 5,903 – –
VFA
87
Voya Financial Advisors
Connecticut
$204K 5,842 -324 -5%
APSP
88
Asset Planning Services (Pennsylvania)
Pennsylvania
$159K 4,564 +738 +19%
CWM
89
Concert Wealth Management
California
$70K 2,001 +2,001 New
KLI
90
Kelman-Lazarov Inc
Tennessee
$52.1K 1,500 +1,500 New
Citigroup
91
Citigroup
New York
$48K 1,365 -1,698 -55%
AIM
92
Anchor Investment Management
South Carolina
$39.1K 1,121 – –
BC
93
Bartlett & Co
Ohio
$39K 1,115 – –
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$33K 946 -870 -48%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$20K 570 – –
S
96
SignatureFD
Georgia
$20K 565 – –
JFA
97
JNBA Financial Advisors
Minnesota
$20K 565 +565 New
NC
98
NewSquare Capital
Pennsylvania
$11K 320 – –
IWM
99
Integrated Wealth Management
California
$9K 245 – –
Creative Planning
100
Creative Planning
Kansas
$8K 222 -788 -78%
1 2 3
4
5